Momentum Sustainable Managed Portfolios

Investment Manager - Momentum Global Investment Management Limited (MGIM). 

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Any opinions expressed herein are those at the date this document is issued. Data, models and other statistics are sourced from our own records, unless otherwise stated. We believe that the information contained is from reliable sources, but we do not guarantee the relevance, accuracy or completeness thereof. Unless otherwise provided under UK law, MGIM does not accept liability for irrelevant, inaccurate or incomplete information contained, or for the correctness of opinions expressed. Asset allocation percentages are in some cases based on the normalised (or benchmark) asset allocations of investee funds, as opposed to the actual exposures of those funds at the date of this communication. This reflects the expected average allocation over time which will result from decisions to hold particular funds. The Momentum Managed Portfolios (MPS) are applied to client accounts by the platform provider and it may take some time for the client accounts to mirror the performance of the MPS. It is for this reason that client accounts may not achieve exactly the same returns as the MPS. The performance of the MPS is based on the actual performance of the underlying funds included in the portfolios. Ratings: Defaqto is a financial information business. Profile published 15.12.2021 by Distribution Technology based on data and information as at 30.09.2021. Full FinaMetrica Risk Tolerance Risk scores for the Portfolios is available upon request. The value of investments, and the income derived, may fluctuate and as a result there is no guarantee that the investment objectives of the MPS will be achieved and it is possible that an investor may incur losses, including a loss of the principal invested. MGIM is authorised and regulated by the Financial Conduct Authority (FCA). FCA Firm reference number (232357). Momentum is incorporated in England & Wales with Registered Office at The Rex Building, 62 Queen Street, London, EC4R 1EB, and Registered Number (03733094). ©MGIM 2024.

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